Managing Customer Part Numbers

Task/Problem Overview

In some instances, you may have or need to create special part numbers that are specific to a customer’s account. This knowledge base article will discuss how to create and manage these items.

To edit/manage customer part numbers in Savance, you must open a quote, then search for the account by hitting the magnifying glass next to the account name.

Find the account in the account search and right-click on it.

Choose "Manage Customer Part Numbers". This will bring up a list of customer part numbers that you can add, edit, and delete.

To Add a part number select ‘Add’ and use the Inventory Lookup to locate the part number. Once you find it, select ok.

Next, enter the Customer Part Number,

Then select ‘Save’.

If you wish to delete an item from the list, just highlight the part number and select ‘Delete’

Now when you enter their part number on the line details the real part number will supersede, and add the C*PN: 2233 at the end of the description for reference.

Customer Part Numbers can be seen in the Inventory Aliases tab in the Account screen